Candlewood Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Cleveland, Ohio
CRD number
126042
Registered since
August 25, 2003

Firm profile

FINTRX

Overview

Candlewood Securities, LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not designated as a capital allocator, is not identified as an active ESG investor, and is not described as a pension consultant or related adviser. It is also not flagged as a multi-state or newly formed adviser. The dataset includes no substantive entries for the firm's client base, fee structure, business activities, or advisory activities. That lack of disclosure limits the ability to assess the firm’s client focus, service model, or transaction/advisory mix from the available information.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Cleveland, OH

Cuyahoga

Location

Cleveland, OH

Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Cuyahoga
Address
600 Superior Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth